Earnings Call Summary | Pampa Energia(PAM.US) Q4 2023 Earnings Conference
Earnings Call Summary | Pampa Energia(PAM.US) Q4 2023 Earnings Conference
The following is a summary of the Pampa Energía S.A. (PAM) Q4 2023 Earnings Call Transcript:
以下是潘帕能源有限公司（PAM）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Pampa Energía reported a 30% increase in sales in natural gas in 2024 compared to 2023.
Net debt position reduced from $900 million at the end of 2022 to $600 million at the end of 2023, less than one time EBITDA.
Revenues impacted due to payment delays from CAMMESA accounting for around 40%-45% of total revenue.
Adjusted EBITDA for Q4 2023 down 12% year-on-year due to reduced gas sales and peso depreciation.
Net debt for Q4 reduced to $613 million.
The E&P business posted an adjusted EBITDA of $50 million in Q4, 30% less year-on-year due to weak demand and exchange rate.
Petrochemical business posted a 33% increase in EBITDA for Q4 compared to last year due to lower costs and increased export income.
潘帕能源公司報告稱，與2023年相比，2024年的天然氣銷售額增長了30％。
淨負債狀況從2022年底的9億美元減少到2023年底的6億美元，不到息稅折舊攤銷前利潤的一倍。
由於CAMMESA的付款延遲而受到影響的收入約佔總收入的40％-45％。
由於天然氣銷售減少和披索貶值，2023年第四季度調整後的息稅折舊攤銷前利潤同比下降12％。
第四季度的淨負債減少至6.13億美元。
由於需求和匯率疲軟，勘探和生產業務在第四季度公佈調整後的息稅折舊攤銷前利潤爲5000萬美元，同比減少30％。
由於成本降低和出口收入增加，石化業務第四季度的息稅折舊攤銷前利潤與去年相比增長了33％。
Business Progress:
業務進展：
Power generation capacity was increased by 80 megawatts through capital investments in 2022 and 2023.
Production capability was increased from 11 million cubic meters per day in 2022 to 16.5 million cubic meters per day in 2023.
Plans to participate in larger national projects considering the significance of natural gas energy export for Argentina.
A 74% increase in the legacy capacity was granted, accounting for one-third of the EBITDA generation of the power generation segment.
Construction of a new wind farm of 140 MW is under way, expected to be fully operational by the third quarter of this year.
Sierra Chata field is expected to grow, increasing gas production from approximately 6 million a day to 9.5 million a day.
Rincon de Aranda oil field is being actively explored and developed.
Plans to fully supply Chile with natural gas exports during the winter season through the GasAndes pipeline.
Adjusted EBITDA from power generation in Q4 was $94 million, marking a 10% increase due to lower operating costs and new Power Purchase Agreements (PPAs).
An 11% increase in reserves to 199 million BOE was recorded due to productive drilling.
通過2022年和2023年的資本投資，發電能力增加了80兆瓦。
生產能力從2022年的每天1,100萬立方米提高到2023年的每天1,650萬立方米。
考慮到阿根廷天然氣能源出口的重要性，計劃參與更大的國家項目。
批准將傳統產能增加74％，佔發電部門息稅折舊攤銷前利潤髮電量的三分之一。
140兆瓦的新風電場正在建設中，預計將於今年第三季度全面投入運營。
預計Sierra Chata油田將增長，天然氣產量從每天約600萬增加到每天950萬個。
林孔德阿蘭達油田正在積極勘探和開發中。
計劃在冬季通過Gasandes管道向智利全面供應天然氣出口。
第四季度調整後的發電息稅折舊攤銷前利潤爲9400萬美元，由於運營成本降低和新的電力購買協議（PPA），增長了10％。
由於富有成效的鑽探，儲量增長了11％，達到1.99億桶油當量。
More details: Pampa Energia IR
更多詳情： Pampa Energia IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。